Elm Partners Management LLC Schwab Strategic Tr Us Small C Transaction History

Elm Partners Management LLC

  • $1.44 Billion
  • Q3 2024

A detailed history of Elm Partners Management LLC transactions in Schwab Strategic Tr Us Small C stock. As of the latest transaction made, Elm Partners Management LLC holds 44,317 shares of SCHA stock, worth $1.19 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares
44,317
Previous 28,787 53.95%
Holding current value
$1.19 Million
Previous $1.37 Million 67.18%
% of portfolio
0.16%
Previous 0.1%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$46.9 - $51.96 $728,357 - $806,938
15,530 Added 53.95%
44,317 $2.28 Million
Q2 2024

Jul 31, 2024
BUY
$45.24 - $49.04 $652,587 - $707,402
14,425 Added 100.44%
28,787 $1.37 Million
Q1 2024

Apr 30, 2024
SELL
$44.84 - $49.24 $8,116 - $8,912
-181 Reduced 1.24%
14,362 $707,000
Q4 2023

Jan 29, 2024
SELL
$38.13 - $48.02 $94,524 - $119,041
-2,479 Reduced 14.56%
14,543 $687,000
Q3 2023

Oct 24, 2023
SELL
$40.85 - $46.1 $33,660 - $37,986
-824 Reduced 4.62%
17,022 $705,000
Q2 2023

Jul 19, 2023
SELL
$39.91 - $43.82 $185,741 - $203,938
-4,654 Reduced 20.68%
17,846 $781,000
Q1 2023

Apr 18, 2023
BUY
$39.82 - $46.36 $895,950 - $1.04 Million
22,500 New
22,500 $943,000
Q2 2022

Jul 18, 2022
SELL
$37.88 - $48.01 $15,530 - $19,684
-410 Closed
0 $0
Q1 2022

Apr 21, 2022
BUY
$44.42 - $51.73 $18,212 - $21,209
410 New
410 $19,000
Q3 2021

Oct 14, 2021
SELL
$48.3 - $52.49 $9,901 - $10,760
-205 Closed
0 $0
Q1 2020

May 15, 2020
SELL
$22.29 - $38.7 $601 - $1,044
-27 Reduced 11.64%
205 $11,000
Q3 2019

Nov 14, 2019
SELL
$34.78 - $36.12 $904 - $939
-26 Reduced 10.08%
232 $16,000
Q1 2019

May 14, 2019
BUY
N/A
258 New
258 $18,000

Others Institutions Holding SCHA

# of Institutions
1,144
Shares Held
146M
Call Options Held
55.6K
Put Options Held
7.8K
View Full List

About SCHWAB STRATEGIC TR US SMALL-C

SCHA Quotes by TradingView
  • Ticker SCHA
  • Sector ETFs
  • Industry ETFs
More about SCHA
Track This Portfolio

Track Elm Partners Management LLC Portfolio

Follow Elm Partners Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Elm Partners Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Elm Partners Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email